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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,498 | $65,555-29.1% | $86,216-46.1% | $75,173-38.1% |
| Participation rate | 88.6% | 60.5%+28.2pp | 69.0%+19.7pp | 67.2%+21.4pp |
| Annual return | 14.33% | 46.07%-31.7pp | 1169.42%-1155.1pp | 160.72%-146.4pp |
| Employer contribution / active EE | $1,415 | $1,553-8.9% | $2,382-40.6% | $2,671-47.0% |
| Participant deferral / active EE | $3,735 | $3,023+23.5% | $3,986-6.3% | $4,126-9.5% |
| Admin fee / account holder | $1,217 | $5,469-77.7% | $6,853-82.2% | $5,651-78.5% |